CARTER AND CARTER WEALTH STRATEGIES, INC.
CRD #256791 SEC #801-100432 EUGENE, OR (541) 683-2900
SEC Registered
Total AUM
$307M
Discretionary
$292M
Employees
7
Clients
251
Accounts
1,274
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $307M | $292M | $15M | 7 | 400 |
| Feb 2016 | $273.2M | $263.3M | $9.9M | 8 | 400 |
| Oct 2015 | $280M | $280M | $0 | 8 | 0 |
| Jul 2015 | $0 | $0 | $0 | 8 | 0 |
| Jun 2015 | $0 | $0 | $0 | 8 | 0 |
DateMar 2017
Total AUM$307M
Discretionary$292M
Non-Disc.$15M
Employees7
Clients400
DateFeb 2016
Total AUM$273.2M
Discretionary$263.3M
Non-Disc.$9.9M
Employees8
Clients400
DateOct 2015
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees8
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0